XLF icon

Financial Select Sector SPDR Fund
XLF

Overview Fund Activity

1,756 hedge funds and large institutions have $36.9B invested in Financial Select Sector SPDR Fund in 2024 Q4 according to their latest regulatory filings, with 293 funds opening new positions, 748 increasing their positions, 467 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,756
Holders Change
+180
Holders Change %
+11.42%
% of All Funds
23.37%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
293
Increased
748
Reduced
467
Closed
80
Calls
$14.6B
Puts
$18.3B
Net Calls
-$3.68B
Net Calls Change
+$2.69B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$922M
2
Bank of America
Bank of America
North Carolina
+$903M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$330M
4
Citigroup
Citigroup
New York
+$290M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.24B
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$499M
3
Barclays
Barclays
United Kingdom
-$306M
4
AOI
Auto-Owners Insurance
Michigan
-$190M
5
MCM
MKP Capital Management
New York
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1026
Octavia Wealth Advisors
Ohio
$644K -$19K -393 -3%
S
1027
SignatureFD
Georgia
$643K +$28.5K +590 +5%
CBT
1028
Central Bank & Trust
Kentucky
$641K -$23.4K -484 -4%
CWP
1029
Core Wealth Partners
California
$640K +$317K +6,561 +98%
ECM
1030
Elgethun Capital Management
South Dakota
$637K +$193 +4 +0%
DI
1031
Diligent Investors
California
$635K +$9.23K +191 +1%
HIM
1032
Hanlon Investment Management
New Jersey
$635K -$2.85K -59 -0.4%
BA
1033
Brightwater Advisory
Florida
$633K -$104K -2,144 -14%
KFP
1034
KMG Fiduciary Partners
Ohio
$632K -$10.6K -220 -2%
JFGIW
1035
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$632K +$174K +3,386 +38%
CSC
1036
Caldwell Sutter Capital
California
$630K +$72.5K +1,500 +13%
KCFA
1037
Key Client Fiduciary Advisors
New Jersey
$630K +$580 +12 +0.1%
TSMHT
1038
Thurston Springer Miller Herd & Titak
Indiana
$626K +$255K +5,274 +69%
TWA
1039
Talisman Wealth Advisors
New Jersey
$625K +$6.81K +141 +1%
HIC
1040
Holderness Investments Company
North Carolina
$625K +$21.9K +453 +4%
JC
1041
JBGlobal.com
New York
$624K +$624K +12,921 New
SDAM
1042
Shulman DeMeo Asset Management
New York
$624K +$17.5K +363 +3%
PW
1043
PUREfi Wealth
Massachusetts
$623K +$623K +12,888 New
CFG
1044
Carr Financial Group
Massachusetts
$622K +$27.8K +575 +5%
HFS
1045
Hopwood Financial Services
Virginia
$620K +$620K +12,832 New
GWA
1046
Gratus Wealth Advisors
Virginia
$618K -$7.59K -157 -1%
ATI
1047
Act Two Investors
California
$616K – – –
TCOO
1048
Trust Company of Oklahoma
Oklahoma
$614K -$1.21K -25 -0.2%
BOH
1049
Bank of Hawaii
Hawaii
$612K – – –
WBCM
1050
Wilson & Boucher Capital Management
California
$611K +$232K +4,800 +61%
40 41
42
43 44